Getting started with PF Expert
New to PF Expert? Your Getting Started dashboard will guide you through the key setup steps, required learning, and training options so you can start using PF Expert with confidence.
The new onboarding experience is available for eligible new PF Expert clients in the UAE. If it is available for your account, you will see the Getting Started page in PF Expert.
What is the Getting Started dashboard?
The Getting Started dashboard is your onboarding checklist inside PF Expert. It helps you complete the required setup actions, access PF Academy courses, and book training once your onboarding requirements are completed.
Track your setup
See which onboarding actions are completed and which still need your attention.
Access learning
Complete the required PF Academy courses directly from your onboarding journey.
Book training
Choose an online training session or book a visit to the Dubai office when available.
Open Getting Started from the side menu
In PF Expert, click Getting Started from the left-side menu. You will see your onboarding progress and the actions required for your account.
Your onboarding journey
Complete your onboarding actions
Start with the required operational setup tasks. These actions help prepare your account, team, and listings before you begin publishing on PF Expert.
Complete PF Academy courses
Some onboarding journeys include required PF Academy courses. These courses help you understand important setup steps, compliance requirements, and platform basics.
Book your training session
Once your required actions are completed, training options become available. You can book an online webinar or visit our Dubai office, depending on what is shown to your account.
Continue learning in PF Academy
After onboarding, you can browse more PF Academy courses to build your teamβs skills through self-paced courses, tutorials, and certifications.
Complete onboarding
The first section shows the setup actions needed for your account. Each item can be expanded to view the action details and complete the required step.
Platform walkthrough
Understand how PF Expert works and how to navigate your workspace.
Compliance
Review required permits and compliance steps before publishing listings.
Account setup
Add your company logo, company description, and listing watermark where required.
Profile setup
Review roles and permissions, and update your personal information.
First listing
Create or review your first listing so your account is ready to start publishing.
Prepare your permits before publishing
During onboarding, you may be guided to review the documents and permits needed to publish listings. For Dubai listings, this may include your Broker Registration Number (BRN) and Trakheesi permit.
A unique license number issued by Dubai Land Department to identify and authorize a real estate broker.
An official advertising permit issued by Dubai Land Department to market a property listing in Dubai.
Set up the right access for your team
PF Expert uses roles and permissions to control what each team member can access. During onboarding, you may be guided to review role types and invite teammates if needed.
Decision Maker
Owns the business setup and strategy with full control over spend, access, and performance.
- Access analytics and reports
- Manage listings and leads
- Manage credits
- Create and manage users
- Manage payments and invoices
Admin
Runs day-to-day account operations and manages core team activities.
- Access analytics and reports
- Manage listings and leads
- Manage and assign credits
- Create and manage users
Agent
Manages assigned listings and leads on Property Finder.
- Track personal performance
- Access own listings and leads
- Claim own transactions
Book your training session
When training is enabled for your account, you will see the available training options under Training sessions.
Join our online webinar
Book an online training session to learn remotely.
Visit our Dubai office
Book an in-person visit for onboarding support.
Continue learning after onboarding
PF Academy gives you access to self-paced courses, expert-led tutorials, and certifications to help your team build stronger PF Expert skills.
What happens after you complete onboarding?
Once all required steps are completed, your onboarding progress will show as complete. You can continue using PF Expert, revisit completed items, and browse PF Academy for more courses.
Your account setup is complete and training options are available.
Frequently asked questions
Why canβt I see the Getting Started page?
The new onboarding experience is available for eligible new PF Expert clients in the UAE. If you do not see it, your account may not be part of this onboarding journey.
Why are some actions marked as required?
Required actions are important setup steps that help prepare your account for publishing, compliance, team access, or training.
When can I book training?
Training booking becomes available once the required onboarding actions are completed. If bookings are enabled, you will see the available options under Training sessions.
Can I revisit completed onboarding items?
Yes. Completed items can still be opened again when the option is available, so you can review the guidance or rewatch relevant walkthroughs.
Can I still access PF Academy after onboarding?
Yes. You can continue browsing PF Academy courses to learn more about PF Expert and improve your teamβs skills.